invstalogo
Product Tour
Overview Modules
Solutions
Fund Managers KiwiSaver Providers Wealth Advisors Digital Onboarding Robo Advice
Resources
Report: 2020+
About Us
Insights
Contact Us

is your business ready ?

Discover the top emerging technology trends for the financial services industry, and how best to leverage them to effectively service the needs of a diverse and digitally-driven customer group.

is your business ready ?

Discover the top emerging technology trends for the financial services industry, and how best to leverage them to effectively service the needs of a diverse and digitally-driven customer group.

Where should we send your report?

book.9532231d

see what's inside

  • top tips for servicing the emerging HNWIs and the mass affluent investor market
  • artificial intelligence in your financial service business
  • how to identify the type of information you need to provide a more personalised experience
  • post-pandemic landscape for financial services
  • why an omnichannel approach is key to service clients anytime, anywhere
  • 7-step framework to uncover areas of opportunity and weaknesses within your compliance processes
  • using an API-driven framework to be more adaptive and responsive to changing customer and regulation needs
invlogo

Our purpose is to inspire excitement and confidence in financial services through digital innovation and engagement.

  • Privacy Policy
  • Product Tour
    • Overview
    • Modules
    Solutions
    • Fund Managers
    • KiwiSaver Providers
    • Wealth Advisors
    • Digital Onboarding
    • Robo Advice
    Resources
    • Report: 2020+
    About Us
    Insights
    Contact Us